Integrate Zoho Forms with Teamleader
Send information between Zoho Forms and Teamleader automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Teamleader for each new form submission received via Zoho Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Teamleader the form responses received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Teamleader.
Add a new contact in Teamleader for each new form submission received via Zoho Forms
Zoho Forms + Teamleader
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Supported triggers and actions
Integrate Zoho Forms and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in the selected form
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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